PipeFlow360 Helps You Grow Your Business

PipeFlow360 provides a full suite of sales and marketing tools that will help you capture, nurture, and convert more leads into customers, increase online reviews, reduce or eliminate missed calls and help you save time and money while increasing your revenue.

Say good bye to your over-priced and dysfunctional marketing system and say..
Hello PipeFlow360!


In preparation for establishing a Business Associate Agreement (BAA) with PipeFlow360, please take note of the following terms and stipulations:

  • Encryption – All forms for HIPAA-compliant customers will be encrypted at rest. If you have existing forms that are not currently encrypted, they will immediately be encrypted moving forward after establishing the BAA. All new forms will be automatically encrypted at rest (including any files uploaded via the File Upload field).
  • Support – Support for platform issues will be provided through standard email support and phone support, but not through direct access by PipeFlow360 team members.
  • Timeouts – User timeouts will change from 8 hours to 1 hour to increase the security for sensitive PHI. Automatic locking of screens and other computer security measures should still be employed, but this adds an additional layer of protection.
  • Emails – Email notifications should be reviewed to ensure they are HIPAA-compliant. PHI should be marked as protected to prevent transmission via email unless patients have signed a waiver allowing for transmission of PHI via email for communication purposes.
  • Integrations – PipeFlow360 agrees to enter into written contracts with any agent or independent contractor that creates, receives, maintains, or transmits PHI on behalf of the PipeFlow360 with regard to services provided by PipeFlow360 pursuant to the Agreement (collectively, “Subcontractors”). Such contracts shall obligate Subcontractor to abide by substantially the same terms and conditions as are required of PipeFlow360 under this BAA.
  • Not an EMR – PipeFlow360 is not an Electronic Medical Record system. While sensitive PHI information may be collected securely through PipeFlow360, information that should be considered part of a patient’s Legal Health Record should be transferred (either manually or automatically) into a system that supports tracking of this information by patient and meets the availability requirements necessary for providing patient care during emergencies.
  • Plan – Your organization must be on the PipeFlow360 Premium ‘Course Creator’ Plan (and not a trial) in order to enter into a BAA. There is no additional cost associated with obtaining the BAA beyond this monthly subscription plan.
  • Workflow links – Workflow links sent to known users (like employees of the business) are HIPAA compliant when sent to an email address that supports end to end encryption, like Office 365. Over 90% of email accounts support end-to-end encryption. Workflow links may be sent to patients if and only if they have opted into email-based communication of their data via a signed consent form.


To enter into a Business Associate Agreement with PipeFlow360:

  1. Select your organization’s name in the top left and then select Settings.
  2. Click on Plan in the left-hand navigation, or scroll to the Plan section.
  3. From your plan settings, click the Sign our BAA to get started link.
  4. Review the BAA as written in the dialog, then provide your title and signature at the bottom of the agreement and click the I Agree button.
  5. You will see a message indicating that you have successfully entered into a BAA with PipeFlow360, as well as the option to download a PDF copy of your agreement. You will also receive a copy of your agreement via email.
  6. Your plan settings will now reflect your BAA status. From here, you can exit your agreement by clicking the Exit your BAA link. You can also download a copy of your BAA at any time from the PipeFlow360 BAA link.

If you have any questions about establishing a BAA with PipeFlow360, please contact us.

Automate & Grow Sales

Convert more leads into customers with automated bookings and communications

PipeFlow360 features a fully automated booking system, easy-to-use messaging system, and robust Customer Relationship Management (CRM) system. Plus, a dashboard that provides a 360 degree overview of where the leads are and how much money has been generated at each phase.

  • Fully Automated Booking System
  • Schedule dynamic ZOOM™ & MS Teams™ Meeting
  • Unlimited Calendars
  • Unlimited Workflows & Pipelines
  • Unlimited Marketing Contacts
  • Get Paid via Website, Funnel, Text, & Appointments
  • Many-to-One Booking – Great for Events!
  • Book  Specific Individual – Great for Salons!

Send Marketing Emails

Reach new leads, reengage past customers, and retain & nurture existing ones

Get more customers to open, click, & buy with targeted, engaging, and automated emails with PipeFlow360's fully customizable and easy-to-use email marketing platform.

  • Send Targeted Email Campaigns
  • Easily Import & Export CSV Contact Lists
  • Easy-to-Use Email Builder
  • Build Automated Drip-Email Campaigns
  • Build Personalized Emails with Dynamic Fields
  • Track, Monitor, & Analyze Campaigns
  • Select from 100+ Email Templates – and growing!
  • No Need to Pay to Remove Our Logo – it’s not there!

Capture New Leads

Create full websites, sales funnels, landing pages, forms, and surveys

PipeFlow360 features an easy-to-use and intuitive page builder that allows you to easily create captivating, high-performing landing pages and full featured websites with custom menus all in one place!

  • Unlimited Funnel Pages & Full Websites
  • SEO & Mobile-Friendly Website Builder
  • Fully Integrated Media Management System
  • Fully Integrated Video Hosting & Management
  • Powerful Drag & Drop Multi-Step Forms & Surveys
  • Unlimited Contact & Booking Forms
  • Integrate Forms with Your Existing Website
  • Choose From 150+ 1-Click Install Websites & Funnels

Reputation Management

Rank higher, build your reputation, manage your listings & win more customers

Easily grow and manage your Google™ & Facebook™ reviews with the PipeFlow360 Reputation Management Tool. Plus, manage your business listings on 70+ online directories to enure your business info is always correct and instantly boost your website SEO.

  • Manage Your Reviews Online or via Mobile App
  • Automate Review Requests & Responses
  • Manually Request and Respond to Reviews
  • Analyze Review Trends & AI Driven Sentiment Scores

Social Media Planner

Save time, grow your social following, attract more leads, and convert more customers

Easily schedule and publish social media posts to multiple accounts for popular social sites including Google My Business™, Facebook™, Instagram™, Twitter™, LinkedIn™, and TikTok™.

  • Save Time and Schedule Posts In Advance
  • Schedule Posts in Bulk via CSV Upload
  • Build, Save, & Easily Insert Group Hashtags (#s)
  • Post to Facebook™ Pages & Groups

Online Course Builder

All the tools you need to build and sell courses online

PipeFlow360 includes a feature packed online course builder designed to help you grow and showcase your online courses, coaching programs, podcasts, presentations, and more.

  • Build & Sell Courses with Downloadable Media
  • Charge One-Time Access or Recurring Memberships
  • Lightning Fast Video Hosting & Management
  • Eliminates Need for Vimeo™ or Wistia™.
  • Redirect Unauthorized Viewers to Pay Wall Pages
  • Trigger Workflows Based on View Time & Percentage

Affiliate Manager

Grow your brand, increase sales, and automate payouts with your own Affiliate Program

Eliminate the need for third-party affiliate platforms like Kartra™, FirstPromoter™, and others with the PipeFlow360 built-in Affiliate Manager. Simply setup your products, setup your campaign, and payout your affiliates as they generate revenue for your business.

  • Set-Up Multiple Affiliate Campaigns
  • Pay Affiliates on One-Time or Recurring Basis
  • Affiliates Can Be A Part of Multiple Campaigns
  • Pay Affiliates 15, 30, or 60 Days After the Sale

Manage Your Business
Like a Pro

Get over 20 sales & marketing tools
all in one easy-to-use platform!

2-Way SMS Messaging

Improve customer satisfaction, resolve conversations, & close deals with 2-way text messaging.

GMB Messaging

Communicate with prospects that message you through your Google My Business account.

Website Chat to Text

Quickly respond to website inquiries and build your prospect list with website chat.

Text to Pay

Get paid faster and easier than ever, by sending customers SMS/Text payment requests.

Missed Call Text Back

Re-engage lost leads from missed calls with automated SMS/Text messages.

Call Tracking

Track calls to understand why your phones ring, improve service, & identify best marketing channels.

Review Management

Rank higher, increase reviews, & win more customers with review request automation.

Citation Management

Add and manage your business listings on 70+ online portals to boost your website SEO instantly.

Facebook Messenger

Increase prospects and win more customers with 2-Way Facebook Messenger & Instagram DMs.

Email Marketing

Get more customers to open, click, & buy with targeted, engaging, and automated emails.

Funnels & Websites

Capture new leads with fast-loading, feature-rich 1-click sales funnel pages & full websites.


Organize & manage customer relationships on a centralized & easy-to-use platform.

Calendar Booking

Automatically book appointments, 2-way sync with Google calendar, & easily create ZOOM meetings.

Sales Pipelines

Build & manage easy-to-follow deal opportunities pipelines that match your sales process.

Automated Workflows

Build automated sales & marketing workflows with triggers for SMS, calls, emails, & more!

Course Builder

Easily create, manage, and sell online courses, coaching programs, & memberships.

Collect Payments

Process payments with Stripe & PayPal on websites, funnels, via SMS & appointment bookings.


Build multi-channel campaigns using SMS, email, voicemail, Facebook Messenger, & GMB.


Build an SEO rich library of blog articles that can be delivered via RSS emails as they are published.

Analytics & Reporting

Get a 360-degree view of your business with analytics & dashboard ROI reports.

Video Hosting

Upload, manage, & trigger workflows with our lightning fast video hosting platform.

Social Media Planner

Schedule and publish social media posts to multiple platforms at once with ease.

Media Library

Choose from our media library or upload your own to use on social, emails, & more.

Mobile App

Send invoices, manage your leads, book appointments, and more with our mobile app.


Get 2-months FREE when you sign-up for an Annual Plan!

There are no contracts & no refunds. All sales are final and you can cancel anytime.


Access our Knowledge Base for instructions, tutorials, and answers to common questions.


FREE On-Boarding Call so you can leverage PipeFlow360 immediately and start growing your business!


Send invoices, manage your leads, book appointments, and more with our LeadConnector™ mobile app.